Annuities Retention Specialist jobs in Passaic, NJ

Annuities Retention Specialist coordinates with service representatives and clients to assist with retaining the client's annuity business. Provides knowledge and expertise to clients in order to meet their financial goals and to clearly understand various options that are available with annuities. Being an Annuities Retention Specialist reviews surrender requests and contacts clients to re-engage and identify opportunities for additional sales. Makes recommendations to product line management to improve service and design of products that encourage client retention. Additionally, Annuities Retention Specialist requires a bachelor's degree. Typically reports to a manager. The Annuities Retention Specialist contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Annuities Retention Specialist typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)

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Medical Receptionist
  • Omni Eye Specialist Pa
  • Parsippany, NJ TEMPORARY
  • Job description


    Essential Duties and Responsibilities:

    Responsible for completing the check-in/ registration process according to guidelines by; accurately entering all pertinent patient information, confirming insurance benefit eligibility completion at the time of service, collecting and posting copayments, preparing electronic encounters in EPM and EHR for billing and clinical use, confirming referring physicians, obtaining and entering all meaningful use criteria, enrolling patients in Patient Portal, including necessary paperwork brought in by patient or sent in by referring OD for the doctors to review, and reconciling all copayments collected.

    Responsible for completing the check-out/ discharge process according to guidelines by; providing patients with their next appointment as indicated on fee ticket, forwards MRI and Medicaid precertification requests to appropriate personnel, and reconciles daily collections then forwards all fee tickets to the billing staff daily.

    Responsible for auto enrolling our patients onto the practices Patient Portal. Educating the patients of the benefits of enrolling on our Patient Portal and giving them the information needed to gain access. In addition, encouraging patients to utilize the portal for communicating with our practice and the benefits the portal can provide by keeping them engaged in the care they receive. Each Patient Advocate is required to assist at least one patient per day by helping the patients log on the portal and submitting a secure message to our practice.

    Scans and files all patient documents accumulated daily in DM by the end of each business day.

    Retrieves messages from Call Center Triage and forwards to appropriate personal in a timely manner. Updates Telephone Call Templates with physician responses and generates document when completed.

    Documents and records all phone calls, fax submissions, incoming mail, and patient interactions that require the assistance of personnel or other department for communication purposes.

    Assists medical personnel with returning messages such as patient inquiries.

    Ensures patient referral source is kept abreast of patient care by entering or submitting all new referring physicians to the Referral Management Department for entry in the provider database or attaching updated physician’s contact information to the patients’ electronic chart in all designated areas.

    Submits patients referred VIA fax/ Referring OD to the Referral Management Department. All scheduled patients must have their referral letters scanned into DM and noted in the system.

    Contacts and reschedules no show appointments and assists with internal scheduling conflicts.

    Forwards on demand precertification and insurance verification requests to appropriate personnel.

    Maintains and controls the release of information to authorized persons only.

  • 24 Days Ago

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Regional Relationship Director
  • Omni Eye Specialist Pa
  • Fairfield, NJ FULL_TIME
  • Omni Ophthalmic Management Consultants (OOMC) is an ophthalmic management services organization specializing in providing support to subspecialty surgical and medical eye care practices. Headquartered...
  • 28 Days Ago

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Merchandiser Specialist
  • Acosta Group
  • Wharton, NJ FULL_TIME
  • **Start your career with Premium.** \#WeArePremium **Merchandiser Specialist** **General Information** **Company:** PRE-US **Location:** WHARTON, New Jersey, 07885 **Ref #:** 61082 **Function:** Merch...
  • 10 Days Ago

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Data Specialist
  • Community Charter School of Paterson
  • Paterson, NJ FULL_TIME
  • JobID: 486 Position Type: Technology Date Posted: 6/1/2022 Location: All Locations Position: Data Specialist Job Summary: The ideal candidate will be knowledgeable about the charter school movement an...
  • 11 Days Ago

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Sales Specialist
  • Blue Oak Dispensary
  • Bloomfield, NJ PART_TIME
  • Job Overview: We are seeking a professional, highly motivated and customer-oriented Sales Specialist to join our team. As a Sales Specialist, you will be responsible for providing exceptional customer...
  • 11 Days Ago

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EH&S Specialist
  • Givaudan
  • Towaco, NJ FULL_TIME
  • With a heritage that stretches back over 250 years, Givaudan has a long history of creating scents and tastes. Creativity is at the heart of our operations, and the power to surprise is brought about ...
  • 12 Days Ago

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0 Annuities Retention Specialist jobs found in Passaic, NJ area

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Housing Retention Specialist
  • Lifting Up Westchester (Formerly Grace Church Community Center)
  • White Plains, NY
  • Job Description Job Description The Housing Retention Specialist is a critical member of the Supportive Services team of...
  • 4/19/2024 12:00:00 AM

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Client Retention Specialist
  • ExtensisHR
  • Woodbridge, NJ
  • ExtensisHR, one of the largest Professional Employer Organizations (PEOs) in the U.S. with client employees in all fifty...
  • 4/18/2024 12:00:00 AM

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Housing Retention Specialist, Tenant Success Services
  • Breaking Ground
  • Jamaica, NY
  • Housing Retention Specialist, Tenant Success Services 147-25 94th Ave, Jamaica, NY 11435, USA Req #2457 Tuesday, April 1...
  • 4/18/2024 12:00:00 AM

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Collections Retention Specialist
  • CFG Merchant Solutions
  • Glen Rock, NJ
  • Job Description Job Description CFG Merchant Solutions, LLC (CFGMS) is a rapidly growing alternative finance company tha...
  • 4/17/2024 12:00:00 AM

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Customer Retention Specialist (REMOTE)
  • Feyer&Associates
  • Staten Island, NY
  • We are looking for a motivated and empathetic Remote Customer Retention Specialist to join our team. As a Customer Reten...
  • 4/17/2024 12:00:00 AM

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Customer Retention Specialist (Remote)
  • N&A Enterprises and Solutions
  • New York, NY
  • Description: Position Overview: As a Remote Customer Retention Specialist, you will play a crucial role in ensuring the ...
  • 4/16/2024 12:00:00 AM

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Achievement Retention Specialist - 317 Bowery
  • Bowery Residents Committee
  • New York, NY
  • DUTIES/RESPONSIBILITIES: Primary responsibility for the collection of data regarding client employment and retention for...
  • 4/16/2024 12:00:00 AM

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Housing Retention Specialist, Tenant Success Services
  • Breaking Ground
  • New York, NY
  • Housing Retention Specialist, Tenant Success Services 460 Main St, New York, NY 10044, USA Req #2404 Tuesday, March 19, ...
  • 4/15/2024 12:00:00 AM

According to the United States Census Bureau, the city had a total area of 3.244 square miles (8.401 km2), including 3.146 square miles (8.149 km2) of land and 0.098 square miles (0.253 km2) of water (3.01%). Unincorporated communities, localities and place names located partially or completely within the city include Davis Bridge and Pleasant Plains. Passaic's only land border is with neighboring Clifton, which borders Passaic to the north, south, and west. The Passaic River forms the eastern border of Passaic. Four additional neighboring towns in Bergen County immediately across the river fr...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$65,089 to $87,173
Passaic, New Jersey area prices
were up 1.5% from a year ago